Aspire Wealth Advisors, LLC

Overview

Aspire Wealth Advisors, LLC is an independent registered investment advisor focused on serving individual and family clients, with a business model centered on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and operates as a single-owner LLC rather than as a multi-state or institutional capital allocator. Aspire shows a clear preference for equity-driven portfolios: its SEC filing identifies exchange-traded equities as the most used asset class and lists equities as the firm’s stated preference. The adviser is not positioned as an ESG specialist and does not list pension consulting or related-adviser activity. Portfolio construction appears oriented toward separately managed account (SMA) solutions that emphasize liquid public markets—primarily stocks and ETFs—rather than private fund strategies. The firm reports discretionary authority over client assets, which suggests portfolio decisions and trading are executed under an agreed mandate rather than solely on an advisory or non-discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices